Parnassus Investments
UNH icon

Parnassus Investments’s UnitedHealth UNH Stock Holding History

Parnassus Investments’s Portfolio UNH Stock Details UNH Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2026
Q1 		$54.2M Buy
200,130
+177
+0.1% +$52.7K 0.16% 83
2025
Q4 		$66M Sell
199,953
-8,964
-4% -$3.04M 0.17% 76
2025
Q3 		$72.1M Buy
208,917
+301
+0.1% +$91K 0.17% 73
2025
Q2 		$65.1M Sell
208,616
-12,180
-6% -$4.66M 0.15% 83
2025
Q1 		$116M Buy
220,796
+9,617
+5% +$4.92M 0.28% 50
2024
Q4 		$107M Buy
211,179
+21,764
+11% +$12.4M 0.24% 60
2024
Q3 		$111M Buy
189,415
+187,332
+8,993% +$106M 0.23% 57
2024
Q2 		$1.06M Buy
2,083
+300
+17% +$147K ﹤0.01% 119
2024
Q1 		$882K Buy
1,783
+239
+15% +$122K ﹤0.01% 125
2023
Q4 		$813K Buy
1,544
+307
+25% +$164K ﹤0.01% 119
2023
Q3 		$624K Buy
1,237
+100
+9% +$49.2K ﹤0.01% 124
2023
Q2 		$546K Buy
1,137
+459
+68% +$224K ﹤0.01% 118
2023
Q1 		$320K Buy
678
+178
+36% +$85.9K ﹤0.01% 129
2022
Q4 		$265K Buy
+500
New +$265K ﹤0.01% 128

Other funds holding UNH

BlackRock
BlackRock New York $5.7T AUM 30.48% 1-Year Est. Return
VCM
Vanguard Capital Management Malvern, Pennsylvania $4.04T AUM
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Capital World Investors
Capital World Investors Los Angeles, California $733B AUM 35.63% 1-Year Est. Return
VPM
Vanguard Portfolio Management Malvern, Pennsylvania $1.91T AUM
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
T. Rowe Price Associates
T. Rowe Price Associates Baltimore, Maryland $865B AUM 30.76% 1-Year Est. Return
Charles Schwab
Charles Schwab San Francisco, California $654B AUM 26.35% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.47T AUM 27.86% 1-Year Est. Return
Capital Research Global Investors
Capital Research Global Investors Los Angeles, California $645B AUM 30.41% 1-Year Est. Return